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Truelytics (Acquired by Envestnet)

2 employees

Truelytics is a B-to-B Enterprise SAAS startup located in Boston, pioneering what we call the Advisor Transition Management platform.

Basic info

software development

Financial Advisory Business Sell Side Optimization

SaaS

Finance

Financial Advisory Business Practice Management

Business Intelligence

Financial Advisory Business Buy Side Insights

2016

$1.5M

from 2 investors over 2 rounds

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Truelytics (Acquired by Envestnet) raised undisclosed on May 17, 2018

Investors: Althea Group

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Truelytics (Acquired by Envestnet) raised $1.5M on June 1, 2016

Investors: Right Side Capital Management